These stocks win with iPhone 5

While Apple doesn't say which companies provide parts for its new flagship gadget, a tear-down reveals some partners.

By Jim J. Jubak Sep 21, 2012 12:38PM
Credit: 2012 Apple Inc
Caption: Apple iPhone 5Ifixit is out with its tear-down of Apple's (AAPL) iPhone 5 (See the whole thing, click here.)

Be the first on your block to get the inside dope on the insides of the iPhone (and to know what kind of screws Apple used). My scan of the tear-down suggests that the big component winners are Qualcomm (QCOM), which supplies the new 4G LTE modem, and Broadcom (BRCM), which makes the controller for the touch screen.

The tear-down raises an interesting question on the sourcing of the phone's A6 processor. While the slide of the processor during Apple's presentation clearly showed a Samsung chip, the processor in the tear-down phone came from Elpida Memory, a Japanese chip-maker that's in bankruptcy and is the subject of a bruising battle between Micron Technology (MU), which has proposed buying the company for $2.5 billion, and bondholders who argue that the company is worth $3.78 billion. How many A6 processors from each source? Ahh, that's the number that counts. And that is so far unknown.

(By the way, the ifixit.com tear-down has a complete tool list and step-by-step instructions just in case you want to take apart your own iPhone 5.)


At the time of this writing, Jim Jubak didn't own shares of any companies mentioned in this post in personal portfolios. The mutual fund he manages, Jubak Global Equity Fund (JUBAX), may or may not own positions in any stock mentioned. 
The fund did own shares of Apple as of the end of June. For a full list of the stocks in the fund as of the end of the most recent quarter, see the fund's portfolio here. 
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